Together, these world-leading technology giants are announcing the formation of Stargate, so put that name down in your books, a new American company that will invest in AI infrastructure. This is a resounding vote of confidence in America's potential. It will ensure the future of AI technology and keep it in this country."
During the recent Davos conference, a new term was introduced: FOBO; Fear Of Becoming Obsolete—individuals having this anxiety [that] their skills and their roles become redundant because of artificial intelligence,
You can continue to try and contain access to chips and close the walls off. While you're doing that, you're doubling down on investment into data infrastructure, supporting the development of AI in the U.S. and being first in that race,
America's competitive edge has long relied on open science and collaboration across industry, academia and government,
DeepSeek's cost efficiency is praiseworthy, but the privacy implications of its data collection would raise significant concerns,
It is interesting that this breakthrough was achieved not by government-backed research institutes and large [state-owned enterprises], but by a hedge fund with no government subsidies,
This situation may evoke similar concerns to those raised for TikTok, where data privacy and security have been hotly debated,
To be clear, they're not a way to duck the competition between the US and China,
In interviews they've done, they seem like smart, curious researchers who just want to make useful technology,
America holds the lead in the AI race -- but our advantage may not last,
It's a huge geopolitical competition, and China's running at it super hard,
If America falls behind China on AI, we will fall behind everywhere: economically, militarily, scientifically, educationally, everywhere,
The release of DeepSeek AI from a Chinese company should be a wake-up call for our industries that we need to be laser focused on competing,
Every dollar and gig of data that flows into Chinese AI are dollars and data that will ultimately be used against the United States,
Until now, AI has been defined more by largesse than finesse,
DeepSeek’s appearance on the scene might have caused a shift in the narrative for tech stocks but it hasn’t been the catalyst for a sustained market sell-off,
There are a lot of people out there who talk who haven’t done the work, and they can misinform investors and they can misinform the public and we saw a little of that yesterday.”
There are going to be moments where people are going to doubt it like [Monday] and there’s a lot of people who own these stocks who perhaps don’t know what they own and why they own it,
US markets rebounded yesterday and look set to continue on the same path today ahead of two major events,
This abrupt reaction highlights that the market currently does not yet have adequate tools and information to assess the outlook for AI-driven electricity demand,